One form, once a day, at the end of your day. It takes about two minutes.
The point is not surveillance. It is that Nate can see how the day actually went without having to message you about it — and that when a week goes badly, there is a record of what the activity was, not just what the outcome was.
Where and when
Portal → Forms → End of day. File it at the end of your working day, before you sign off.
🔴 There is no automatic reminder right now. The 18:00 Mon–Fri nag was built and then switched off on 2026-08-31 — it was firing at the wrong local hour for the person it targets. Both the Airtable switch and the workflow itself are off. Nothing will chase you; filing is on you until it is turned back on. When it returns it posts to #2-b-setter-eod, naming everyone who has not filed.
Filling it in
- Rep — you. It should already be selected.
- Role today — the form offers Closer, Setter, Dialer, DM Setter and Sales Manager. Pick the hat you actually wore. ⚠️ Setter, Dialer and DM Setter all ask for the same six numbers — the choice records which role you were in, it does not change the form. So file once for the day, under one role. If you hold two of those roles and file under each, both are accepted and your day is counted twice.
- Day — today, unless you are catching up on a day you missed.
- The numbers — below.
- Talk time (min) — total minutes on the phone.
- Blockers — anything in your way.
The numbers
| Field | Count |
|---|---|
| Dials | Every outbound call attempt, connected or not. |
| Pickups | Dials where a human answered. |
| Conversations | Pickups that became an actual conversation — not "wrong time, call me back". |
| DMs sent | Outbound DMs. |
| DM replies | DMs that got a reply. |
| Bookings set | Calls you booked onto the calendar today. |
Counts only. Never rates. You are never asked for a connect rate or a booking rate — those are calculated from the counts. If you report both, the two versions eventually disagree and nobody can tell which is right.
Getting the numbers right
- Read them off Close, do not estimate. Dials, pickups, conversations and bookings set are all in your Close activity for the day. DMs sent and DM replies are not in Close — take those from wherever you actually send them. A remembered number is a guess with a confident face on it.
- Count the day, not the shift. If you dial after filing, file for tomorrow rather than editing today into fiction.
- A bad day filed honestly is useful. A good day invented is not. These numbers get compared to the bookings that actually appeared, and the comparison is where the truth comes out.
- One filing per day. A second attempt under the same role is rejected — but a second under a different role is not, and that double-counts you. If you filed wrong, tell Nate rather than filing again.
Blockers — the field that actually changes things
The counts describe what happened. Blockers is where you say why. Use it.
Bad blockers: "none", "all good", blank when it was not.
Good blockers:
- "Half of queue 3 has no phone number — I dialled 40 and 18 were unreachable on bad data."
- "The dialer dropped three calls this afternoon."
- "No new applications after 2pm so I ran out of top-of-queue work."
That is the field Nate reads first, and it is the one that gets things fixed.
What to watch in Slack
| Channel | What it is |
|---|---|
| #2-b-setter-eod | Where the EOD reminder will land once it is switched back on. Nothing posts there today. |
| #1-d-setter-chat | Your team channel — and where speed-to-lead breach alerts land. |
| #1-a-team-announcements | Anything that changes how the day runs. |